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May 6, 2024 - v.2023.1.0

5 months ago by Daria Levashova

🛠 Fixes & Improvements:
Advisor Code API now allows for multiple formats that are accepted by the Schwab custodian. This change enables more flexibility and ease-of-use when adding Advisor Codes for Schwab. Acceptable codes formats have been added in Advisor Codes Guide.
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  • Fee Structure API has a new option added for the balance_type parameter: C - Ending period balance w/adjustment for flows less cash. This option will allow the Fee Structure to calculate Cash transactions within the flows, however it will exclude any Cash Balances held at the time of running the report.
  • Added a new parameter: exclude_portfolio_performance_summary for the Printable Reports API to exclude the Portfolio Performance Summary section from the Asset Allocation and Performance Summary PDF reports.
  • Create Many Models endpoint has beed removed from the documentation as deprecated and not supported.